Bi-Weekly Market Insights

 

In today’s fast-changing world, uncertainty is part of every investor’s journey — but it can also be a source of growth, resilience, and opportunity. No matter where you are in your financial journey, the key is to stay informed and confident in your long-term plan.  Check out a few articles and news that caught my attention in this month.

 

Tax & Retirement Planning Guide

We understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Click the link to download.

 

The Year Ahead 2026 - The Views from the CIO | TDAM Talks Podcast Recording

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.  Click here to watch the recording.

 

AI ambitions, rising debt: What 2026 means for bond investors

A wave of spending to finance investments in Artificial Intelligence is expected to fuel corporate debt issuance to new heights in 2026. Rachana Bhat, Vice President and Director, Investment Grade Credit Portfolio Management, at TD Asset Management, joins MoneyTalk to discuss the opportunities, what could change in the year ahead, and the main risks to watch.
 

Healthcare stocks in focus: Assessing the Outlook for 2026

After a prolonged slump, investors are giving the healthcare sector a second look as lower interest rates, potential M&A and even AI innovation help to improve the outlook. Jacky He, Vice President for Portfolio Research at TD Asset Management, joins MoneyTalk to discuss potential drivers for biotech and pharmaceutical stocks in 2026.
 

High demand, low supply: The bullish case for commodities

Commodities like gold, silver and copper had a strong run in 2025. Hussein Allidina, Head of Commodities with TD Asset Management, says simple supply-demand dynamics could push prices even higher in 2026.

 

Canadian dividend outlook: Which sectors are poised for growth in 2026?

Which Canadian sectors could be poised to grow and return the most capital to investors in 2026? MoneyTalk discusses with Jennifer Nowski, Managing Director and Co-Head of Canadian Equity Portfolio Management with TD Asset Management.

 

Portfolio positioning for 2026: Three themes to watch

Markets will be dominated by questions about the AI trade, potential threats to U.S. Fed independence and a reacceleration of cyclical trends says Jing Roy, VP, Director and Portfolio Manager for Asset Allocation with TD Asset Management. She joins MoneyTalk to discuss whether those themes could be headwinds or tailwinds for the markets in 2026.

 

Will market uncertainty continue in 2026?

Markets have been continuing their upward momentum as inflation pressures ease and rate cuts take shape. But stretched valuations and tariff uncertainty are keeping investors on edge. Jeff Evans, Vice President, Director and Lead of Empirical Research and PM Support with TD Asset Management, discusses the current state of the markets and how ETFs can help investors diversify during periods of uncertainty.

 

All that glitters: Why gold equities may continue to outperform energy stocks

Gold miners have widely outperformed oil and gas stocks in 2025. Andriy Yastreb, Vice President for Portfolio Research with TD Asset Management, says the current outlook for commodity prices and ongoing economic uncertainties could continue that trend in 2026.

 

Beyond the hype: The silent stability beneath market speculation

Markets have come under pressure lately as investors worry about potential overvaluation of AI investment returns and other speculative investments. Brad Simpson, Chief Wealth Strategist with TD Wealth, says the fundamental market drivers remain intact and could reward diversified investors.
 

Why an investment process matters, especially in volatile markets

Markets have had a strong run year-to-date. But with those highs come some familiar concerns, such as valuations, volatility, and whether the rally can keep going. Benjamin Gossack, Managing Director, Co-Head of Global Equity Portfolio Management at TD Asset Management, discusses the benefits of having a consistent investment process, even if markets face uncertainty.